Tariffs the buzz word, Bessent + weak macro / MAG7 top good for others-rotate / Crypto sell-off #MSTR !
- Stéphan
- Feb 28
- 4 min read
Market jitters, tariffs, #NVDA top #MA7 top #Cryto top... #MSTR 'ponzi'.. correction as expected + some month-end USD buying, profit taking in risk overall (crypto, eq, momentum stocks mainly..and weaker macro data, NFP next week could be pretty weak - will it get market to talk FED cut ? probably), or you could say the Trump Trade fab came to and end (fiscal tightening 3x3x3 #Bessent deal..)
Mark Rutte : Great to talk with DonaldTrump : US & NATO are getting stronger. NATO Allies are moving quickly to invest more in defence. Big increases announced & others to follow. On Ukraine, Allies are preparing billions more in aid + contributions to security guarantees.
#AMZN Amazon Web Services announces new quantum computing chip
New 'Ocelot' chip uses scalable architecture for reducing error correction by up to 90% and accelerating the development of real-world quantum computing applications, $AMZN joins $MSFT and $GOOGL in the quantum chip space.
The post U.S election crypto euphoria looks over, For 10+ years, Bitcoin was viewed as a decentralized HEDGE against uncertainty, but something changed / Thread
Elon and DOGE : for years, decades even, Wall Street bankers and economist all been calling for the U.S government to reign on spending and fast, now that Trump/musk are doing it, they won't like it...you can be sure of that
Tate Bros Buying Trump's Gold Cards?
Trump has just signed an executive order requiring an audit of EVERY NGO which relies on federal funding! REPORTER: "Mr. President, do you still think that Mr. Zelenskyy is a dictator?" TRUMP: "Umm...did I say that? I can't believe I said that. Next question."
Trump has signed an executive order where all credit cards held by agency employees will be frozen for 30 days, until Friday, March 28, unless the employee is utilizing the card for disaster relief or other critical services as determined by the agency leader
China vows all ‘necessary’ countermeasures to safeguard its interests after Trump’s new extra 10% tariff threat, Tencent releases new AI model, says replies faster than DeepSeek-R1
US regulator flags concerns with State Street and Apollo private credit ETF
SEC questions how fund will maintain liquidity and value debt as product begins trading
German conservatives, Social Democrats to start exploratory talks on Friday
But then again, maybe not
Mohamed A. El-Erian on X: "Bloomberg on US inflation: “Inflation measures that are heating up again include input costs, inflation expectations, and wage growth, with economists warning of upside risks to the inflation outlook.” https://t.co/MoI9jckWK1" / X
Chris D. Jackson on X: "🚨 Wow! A UK reporter just asked Trump if he was going to apologize for calling Zelensky a dictator, while praising Putin who is indeed a dictator. This is how it is done, US press! https://t.co/oN03ma9tGa" / X
Silly Q Mr Peston, wrong place, but well answered Starmer
For those who wanted some of it, now is time to start accumulating
Was always going to end this way...
Amazon Web Services announces new quantum computing chip
New 'Ocelot' chip uses scalable architecture for reducing error correction by up to 90% and accelerating the development of real-world quantum computing applications.
The Kobeissi Letter on X: "Crypto markets in trade wars: Since trade war worries began on January 20th, crypto markets have erased -$800 BILLION. For 10+ years, Bitcoin was viewed as a decentralized HEDGE against uncertainty, but something changed. Why is crypto falling? Let us explain. (a thread) https://t.co/NQiRiD5Be5" / X
Why...!
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